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Financial Consultant Nearby Vernon BC

Couple taking control of their finances

LIFE TOGETHER

Work as a Team to Secure Your Financial Future!

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This program is designed specifically for couples who need to enhance their money skills to live a prosperous life together. You will have confidence working with a professional Financial Planner, Registered Retirement Consultant (RRC®), Insurance Agent, and Myers-Briggs Coach. You can choose in-person or online learning options.

 

(If either of you is 50 or older, go to the Retirement Planning service.)

In the "Life Together BOOT CAMP":

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  • Reorganize your financial picture, ensure you have all the necessary pieces, and set new goals.

  • Independent, holistic financial planning will prepare you for the next 5 -15 years of life.

  • We will use the financial planning software to explore up to 3 scenarios.

  • You can make your way to peace of mind together.

  • ​Expect customized strategies and insurance or low-cost investment options.

Learning to plan finances as a team

In the "Life Together Program", you will:

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  • Explore and identify the causes of your financial stress.

  • Look at your debt and put strategies in place to pay it off!

  • Determine how to grow your money and reduce taxes.

  • Share your dreams and needs. 

  • Develop a balanced strategy to manage your inheritance, ICBC, or divorce settlement for lasting financial stability.

  • Take a quick peek at your potential retirement income.

  • Define goals that support a healthy and happy life together.

  • Create "Save & Spend" strategies that work for you!​

  • Learn how to make sound financial decisions before acting.

  • Discover your strengths and see how to apply them to build a strong relationship and sound financial future.

  • Consider the ups and downs currently related to your stage of life and understand how to change your money habits accordingly.

  • Review various technological methods available to make financial decisions more efficiently.

  • ​Expect customized strategies and insurance or low-cost investment options.

  • Benefit from professional financial support and guidance along the way!

"Now capable of making sound financial decisions

LIFE TOGETHER Path $150 per session

  • Working at your pace expect up to 4 sessions to complete a financial plan to take you forward.

  • A decision-making behavioural assessment is included.

  • Add check-ins every 3 or 6 months to keep on track.

  • Add weekly or monthly sessions to change money habits.

  • Book here for a FREE 20-minute Financial Services Introduction.

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